Understand the implications if your advice results in excess non-concessional contributions. In this episode, Mark Gleeson and Scott Quinn highlight the importance of providing correct advice to your client. Learn the checks and balances you should follow so that you don’t end up facing the Financial Services and Credit Panel (FSCP).
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13:52
Principal home principles: Homing in on Centrelink considerations for the family home
In this episode, Chris Chow and Mark Gleeson, Senior Technical Services Managers, outline the key advice considerations and opportunities when providing Centrelink advice to clients about the family home. We cover common client scenarios, including temporary exemptions, care situations and selling the home.
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14:25
Super caps and traps
In this episode, Chris Chow and Jenneke Mills outline recent confirmation of super caps and thresholds from 1 July, and advice considerations and issues to consider both before and after the turn of the new financial year.
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37:22
Top 5 for 2025
Join Mark Gleeson and Chris Chow, Senior Technical Managers at MLC TechConnect as they take a look at the top 5 advice issues for financial advisers to be across in 2025.
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